Skip to main content

Microsoft SharePoint and Dynamics CRM -- Better Together: Part 6

Using Both Microsoft Dynamics CRM and SharePoint

By integrating SharePoint with Microsoft Dynamics CRM, you can easily add this extensive functionality to your solution. Dynamics CRM 2015 includes built-in integration with SharePoint so you can show related documents within a Dynamics CRM form. Dynamics CRM supports integration with SharePoint Server 2010, SharePoint Server 2013, and SharePoint Server Online.
An article in MSDN illustrates the integration options: https://msdn.microsoft.com/en-us/library/gg334768.aspx 
SharePoint integration enables you to store and manage documents on SharePoint in the context of a Microsoft Dynamics CRM record, and use the SharePoint document management abilities in Microsoft Dynamics CRM, such as checking the document in and out, viewing version history, and changing document properties. 

Because both SharePoint and Dynamics CRM are available deployed in the cloud or on premise, there are several permutations of how you can handle authentication and integration. 

You can integrate with SharePoint in two basic ways:
  • Client-to-server integration with SharePoint: This uses the Microsoft Dynamics CRM List Component in the sandboxed environment of SharePoint.  Client-to server integration is supported for both online and on-premises versions of CRM and SharePoint.
  • Server-to-server integration with SharePoint (CRM Online only): This does not require you to install the Microsoft Dynamics CRM List Component in the sandboxed environment of SharePoint or any other additional software to have the SharePoint document management functionality within CRM. After you enable server-based SharePoint integration for your organization, you can’t revert to the client-based authentication method. Server-based integration is supported for SharePoint Online, and SharePoint on-premises only if you have Microsoft Dynamics CRM Online 2015 Update 1.


You can automate many functions such as creation of document libraries triggered by events in Dynamics CRM.  For instance, when an opportunity moves to the stage when a proposal is prepared, you could create folders for the solicitation as well as the proposal, and associate them with the opportunity.    You might also want to use standard document templates to populate the folders.  

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

Getting the Most from Dynamics CRM Online -- Synchronous v Asynchronous Workflows

This video shows highlights from the InfoStrat March 2015 seminar "Getting the Most Out of Dynamics CRM Online" presented by Dmitri Riz, the leader of the InfoStrat Dynamics CRM practice.  This is the second part of a series of blog posts.  The first is Benefits and Cloud Thinking.



In order to make your CRM workflows perform best, you need to understand the difference between synchronous and asynchronous workflows so you can choose which is appropriate for your applications.



Synchronous workflows are a new feature that was introduced in Dynamics CRM 2013.  Unlike asynchronous workflows which are sent to a queue, synchronous workflows execute in a single transaction. 

This means you can eliminate the need for many plug-ins which were created for previous versions of Dynamics CRM.

You may want to disable synchronous workflows during import operations, because they will could be triggered by each new record and significantly slow down the import process.